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$ALEX Masmej
@alexmasmej.eth
Trading-first vs social-first crypto apps Trading: pump dot fun, fantasy top Social: FC, @drakula IMO: social wins long-term because it combines trading with a stronger product foundation, and social = more time spent in-app = higher LTV! Everybody is building infra, so the alpha is in building the best social apps.
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$ALEX Masmej
@alexmasmej.eth
Half-baked thoughts from chatting w/@vigneshka, would love thoughts from @coopahtroopa.eth @nicholas @0xdesigner @li TLDR: trading to be commoditized, so dead-simple trading apps may face tough competition, versus if you try to go after Twitter like Warpcast or TikTok like Drakula, it's harder, but more alpha there!
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